It's a huge amount of product and indicates the level of demand, I do wonder what the breakdown is though, especially with L lenses and EF-s versions. How many of these go into kits or bundles?

I suspect that >75% of lenses that Canon sells are the kit lenses (excluding the 5DII 'kit lens'). A recent article suggested that 70-80% of Canon lenses are produced in Taiwan, meaning the cheaper EF-S lenses, the nifty-fifty, and the 75-300mm III.